Filed July 12, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,249 | $91,190+60.4% | $178,490-18.1% | $79,858+83.1% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 22.02% | 24.19%-2.2pp | 151.07%-129.1pp | 31.71%-9.7pp |
| Employer contribution / active EE | $8,151 | $3,256+150.4% | $5,011+62.7% | $2,471+229.9% |
| Participant deferral / active EE | $9,742 | $3,236+201.0% | $5,202+87.3% | $3,740+160.5% |
| Admin fee / account holder | $5,149 | $6,751-23.7% | $13,984-63.2% | $5,306-3.0% |